Julius Baer

Jim is a Relationship Manager at Julius Baer. He joined as a Vice President in 2012 to advise high net worth individuals. 
After graduating with a degree in Electrical and Electronic Engineering, Jim joined Goldman Sachs in 2006. He worked on a team of four managing $1.1bn for entrepreneurs, wealthy families, pensions and charities, predominantly in the UK market. 
During that period he focused on discretionary account management. Jim is registered with the FCA, is a CFA charter holder, PCIAM qualified and has completed two levels of the ATT tax qualification (Private client tax and IHT, trusts and estates). 
Jim was also named one of the Spears “Top 10 under 35 rising stars” for 2014.

Managing Director

Merrill Lynch

Jim joined Merrill Lynch as a Financial Adviser in 2012 to advise ultra high net worth individuals. 

After graduating with a degree in Electrical and Electronic Engineering Jim joined Goldman Sachs in 2006. He initially worked on the trading floor within trading technology, before moving to Goldman Sachs Private Wealth Management in 2008. There he advised clients on all aspects of their wealth, asset allocation and trading strategies. He worked on a team of managing $1.1bn for entrepreneurs, wealthy families, pensions and charities, predominantly in the UK market. During that period he focused on both discretionary account management and derivative based solutions for clients.

Jim is registered with the Financial Services Authority (FSA) and is also a CFA charterholder.

Named Citywire "Top 30 under 30" 2013

Vice President, Financial Advisor (ML Wealth Management UK acquired by Julius Baer)

Goldman Sachs

Advising clients on all aspects of their wealth, asset allocation, risks and trading strategies.

Financial Investment Professional

UK based Wealth Manager covering UK and International private clients, with a focus on entrepreneurs, hedge funds and oil and gas.

Clients come to us for expert advice, to minimise tax, maximise wealth and manage risk.

Over 15 years experience as a regulated wealth manager and a CFA charterholder since 2011.

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